Daylite 6.2: Now with Teams

It’s no secret that we here at Start On Technology are big fans of Daylite. A well-thought-out CRM, Daylite allows for seamless access of business-critical info across all employee Apple devices. These data types include contacts, calendars, tasks, opportunities, projects, emails, and notes. If you’re worried about sensitive documents, you can set up custom permissions for any items in the database. Looking for a unified view of company-wide email history? That feature is a Daylite staple.

Just last week, app developer Marketcircle released version 6.2. They ironed out some nagging bugs and cleaned up the UI, making a mostly smooth experience even smoother. With one of these tweaks, a small but powerful layout has quickly found itself as our new default: the Team View.

This screenshot shows the default setting for Team View, which shows your entire team scrolling sideways.

What does Team View offer?

Newcomers and veterans alike will enjoy the power and flexible this feature has to offer. As seen in the above picture, Team View allows you to gain a bird’s eye view of all employees and what their week looks like. Want to compare only a few staff members? Custom team views can be created in the preferences section, as well as by clicking the “Everyone” toggle. Want to send a company-wide email, schedule a meeting with everyone, or view the entire company’s appointments stacked? Look to the quick-access buttons at the top of the window.

The quick-access buttons

Another detail are the ellipses (“…”) at the end of each employee’s name. Any action that is chosen from this menu will ensure that it is linked to the corresponding employee.

Slick!

Client feedback shows that Daylite users are taking better control of their work. Accountability is better and workflows are more robust. Sliding deadlines are kept in check with a unified view. Just a glance is enough to put overdue items in context with the current workload. This allows for more level-headed planning for everyone. Having a heads up on what’s coming for the next few days can help prevent tunnel vision, over-thinking, and underestimating schedule demands.

In conclusion, Daylite has never been a more compelling option to bring up your team’s productivity. Current users, please let us know how Daylite and Team View have helped you out. If you have yet to try Daylite, we strongly recommend checking out the free trial provided at this link.

If you are interested in transitioning to Daylite, or improving current workflow, we’re here for you. Check out our contact page to set up an introductory meeting via telephone or Zoom meeting. We also provide other services.